+232.7%
LITE vs TE
-16.5%
+249.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.5% | -4.3% | -6.9% |
| 7D | -31.4% | +3.8% | -35.2% | -32.0% |
| 30D | -42.6% | -26.2% | -16.4% | -38.0% |
| 3M | -26.2% | -49.7% | +23.5% | -13.3% |
| 6M | -35.8% | -46.5% | +10.7% | -27.1% |
| YTD | +70.0% | -59.1% | +129.2% | +91.3% |
| 1Y | +232.7% | -25.8% | +258.6% | +180.9% |
| All | +232.7% | -16.5% | +249.3% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling